See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,962 | $157,256-2.7% | $141,162+8.4% | $152,861+0.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.51% | 64.32%-59.8pp | 71.39%-66.9pp | 345.32%-340.8pp |
| Employer contribution / active EE | $3,058 | $5,261-41.9% | $4,735-35.4% | $4,762-35.8% |
| Participant deferral / active EE | $3,706 | $7,109-47.9% | $6,709-44.8% | $5,850-36.6% |
| Admin fee / account holder | $30,314 | $12,120+150.1% | $10,261+195.4% | $11,596+161.4% |